# Best CRM Software for Medium-Sized Businesses - Page 2 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall CRM category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business CRM category. In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Medium-Sized Business CRM Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. ## Top CRM Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,674 reviews) | AI-automated pipeline-to-close CRM workflows | "[Scalable CRM for Modern Enterprise Sales Teams](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,276 reviews) | Pipeline visibility with automated sales sequencing | "[Highly Customisable, but Easy to Underutilise Without Training](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13127671)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,048 reviews) | Visual sales pipeline with deal-stage automation | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 4 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,332 reviews) | Visual pipeline tracking with no-code automation | "[Easy to Use and Integrate, with Simple Performance Monitoring](https://www.g2.com/survey_responses/monday-crm-review-13132335)" | | 5 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,834 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)" | | 6 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,031 reviews) | High-velocity outbound sales with built-in dialer | "[Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement](https://www.g2.com/survey_responses/close-review-9339114)" | | 7 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (847 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Excellent CRM for Managing Business Leads Efficiently](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)" | | 8 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,190 reviews) | Behavior-triggered CRM with automation workflows | "[Powerful Automation That Saves Me Time](https://www.g2.com/survey_responses/activecampaign-review-12541193)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (633 reviews) | Omnichannel CRM with white-label automation workflows | "[Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM](https://www.g2.com/survey_responses/highlevel-review-13050560)" | | 10 | [Attio](https://www.g2.com/products/attio/reviews) | 4.3/5.0 (558 reviews) | Flexible, AI-native pipeline and relationship CRM | "[Attio: The Best Single Source of Truth with Game-Changing AI Workflows](https://www.g2.com/survey_responses/attio-review-13087607)" | ## G2 Grid® for CRM Software ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=576&focus%5B%5D=459&focus%5B%5D=1619&focus%5B%5D=509&focus%5B%5D=464&focus%5B%5D=1174041) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Zoho CRM, Oracle CRM On Demand, Pipedrive, SAP Sales Cloud, Oracle Sales Cloud, and monday CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=zoho-crm&focus%5B%5D=oracle-crm-on-demand&focus%5B%5D=pipedrive&focus%5B%5D=sap-sap-sales-cloud&focus%5B%5D=oracle-sales-cloud&focus%5B%5D=monday-crm&segment=mid-market) ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,078 ### Category Stats (Jul 2026) - **Average Rating**: 4.38/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month *Last updated: July 21, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 121,600+ Authentic Reviews - 1,078+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### Nutshell Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-23T01%3A10%3A10Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1589&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=llm_category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%2Fmid-market%3Fpage%3D2&secure%5Btoken%5D=9cc9d70d7e37c9fbf7dc0591634cea47a2f36455e00fd49fb3821a23a58c3349&secure%5Burl%5D=https%3A%2F%2Fwww.nutshell.com%2Flp%2Fcrm%3Futm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dpaid-promotions%26utm_term%3Dcrm&secure%5Burl_type%5D=paid_promos) --- ## CRM Software Features & Capabilities ### What are the Best CRM Software with Campaign Management? Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. **Top-rated CRM Software for Campaign Management:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Campaign Management](https://www.g2.com/categories/crm/f/campaign-management) ### What are the Best CRM Software with Social Collaboration Features? Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone **Top-rated CRM Software for Social Collaboration Features:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Collaboration Features](https://www.g2.com/categories/crm/f/social-collaboration-features) ### What are the Best CRM Software with Marketing ROI Analytics? Enables analysis of effectiveness of an organizations various marketing activities **Top-rated CRM Software for Marketing ROI Analytics:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Marketing ROI Analytics](https://www.g2.com/categories/crm/f/marketing-roi-analytics) ### What are the Best CRM Software with Document & Content Mgmt.? Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. **Top-rated CRM Software for Document & Content Mgmt.:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Document & Content Mgmt.](https://www.g2.com/categories/crm/f/document-content-mgmt) ### What are the Best CRM Software with Social Network Integration? Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. **Top-rated CRM Software for Social Network Integration:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Network Integration](https://www.g2.com/categories/crm/f/social-network-integration) ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [Bitrix24](https://www.g2.com/products/bitrix24/reviews) Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant CoPilot helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place. **Average Rating:** 4.1/5.0 **Total Reviews:** 575 **How Do G2 Users Rate Bitrix24?** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Bitrix24?** - **Seller:** [Bitrix24](https://www.g2.com/sellers/bitrix24) - **Company Website:** https://www.bitrix24.com/ - **Year Founded:** 1998 - **HQ Location:** Alexandria, Virginia - **LinkedIn® Page:** https://www.linkedin.com/company/8812020/ (260 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, Marketing Manager - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 55% Small-Business, 35% Mid-Market #### What Are Bitrix24's Pros and Cons? **Pros:** - Ease of Use (48 reviews) - Team Collaboration (37 reviews) - Task Management (32 reviews) - Project Management (31 reviews) - Features (30 reviews) **Cons:** - Learning Curve (19 reviews) - Missing Features (17 reviews) - Limited Features (14 reviews) - Lacking Features (13 reviews) - Performance Issues (12 reviews) ### What Do G2 Reviewers Say About Bitrix24? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Bitrix24, enjoying seamless collaboration and streamlined workflows on a unified platform. - Users value the **seamless team collaboration** in Bitrix24, enhancing productivity through integrated tools and features. - Users admire the **integrated task management** of Bitrix24, enhancing collaboration and efficiency across teams. - Users appreciate the **integration of essential tools** in Bitrix24, boosting efficiency and collaboration across teams. - Users appreciate the **seamless integration** of tools in Bitrix24, enhancing productivity and collaboration across teams effectively. **Cons:** - Users find the **learning curve steep** with Bitrix24, as the interface can be cluttered and complex for newcomers. - Users express concern over **missing features** in Bitrix24, feeling that promised functionalities have been removed or altered. - Users express frustration over **limited features** in Bitrix24, feeling promised functionalities have been removed or restricted. - Users find Bitrix24 lacking **essential features for basic users** , with limited access requiring costly upgrades for full functionality. - Users report **performance issues** with Bitrix24, including slow loading times and a complex interface that hinders usability. #### What Are Recent G2 Reviews of Bitrix24? **"[Fast, Flexible Indiamart-to-Bitrix24 Automation with Excellent Support](https://www.g2.com/survey_responses/bitrix24-review-12592514)"** **Rating:** 5.0/5.0 stars *— Ajay P.* [Read full review](https://www.g2.com/survey_responses/bitrix24-review-12592514) --- **"[Straightforward, Turnkey CRM with Everything We Need. Has a free version!](https://www.g2.com/survey_responses/bitrix24-review-12708521)"** **Rating:** 4.5/5.0 stars *— Luis P.* [Read full review](https://www.g2.com/survey_responses/bitrix24-review-12708521) --- #### What Are G2 Users Discussing About Bitrix24? - [What is Bitrix24 used for?](https://www.g2.com/discussions/what-is-bitrix24-used-for) - 2 comments - [What is CRM for Nonprofits by Bitrix24 used for?](https://www.g2.com/discussions/what-is-crm-for-nonprofits-by-bitrix24-used-for) - [How does bitrix24 make money?](https://www.g2.com/discussions/how-does-bitrix24-make-money) - 2 comments - [Is bitrix24 really free?](https://www.g2.com/discussions/is-bitrix24-really-free) - 2 comments, 1 upvote - [Is bitrix24 any good?](https://www.g2.com/discussions/is-bitrix24-any-good) - 1 comment, 1 upvote ### 2. [Spiro](https://www.g2.com/products/spiro/reviews) Spiro is an AI-powered CRM designed specifically for manufacturers and distributors. The Spiro platform highlights the customers that need attention or present growth opportunities, and proactively recommends specific actions to be taken. Customers save time with Spiro’s automated data collection, and grow their business by 32% within the first two years of using Spiro. For more information, visit https://www.spiro.ai. **Average Rating:** 4.6/5.0 **Total Reviews:** 101 **How Do G2 Users Rate Spiro?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Spiro?** - **Seller:** [Spiro Technologies, Inc.](https://www.g2.com/sellers/spiro-technologies-inc) - **Year Founded:** 2014 - **HQ Location:** Boston, MA - **Twitter:** @spiroai (15,118 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4814558/ (20 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Construction - **Company Size:** 52% Small-Business, 46% Mid-Market #### What Are Spiro's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Efficiency (5 reviews) - Automation Features (2 reviews) - Customer Management (2 reviews) - Easy Customization (2 reviews) **Cons:** - Integration Issues (4 reviews) - Learning Curve (3 reviews) - Time-Consuming (3 reviews) - Limited Customization (2 reviews) - Expertise Required (1 reviews) ### What Do G2 Reviewers Say About Spiro? *AI-generated summary from verified user reviews* **Pros:** - Users commend Spiro for its **ease of use** , streamlining workflows and automating tasks for greater efficiency. - Users love the **efficiency** of Spiro, with automated updates and reminders saving precious CRM time daily. - Users value the **automation features** of Spiro, enjoying seamless updates and stress-free client follow-ups. - Users value the **automated contact management** of Spiro, significantly reducing manual efforts and enhancing productivity. - Users love Spiro for its **easy customization** , allowing tailored workflows and effortless adjustments to fit diverse needs. **Cons:** - Users face **integration issues** with Spiro, making it challenging to connect with existing systems effectively. - Users find Spiro’s **steep learning curve** challenging, particularly for advanced features and those unfamiliar with AI-driven systems. - Users find the **time-consuming integration challenges** with existing systems hinder their overall experience with Spiro. - Users feel that the **limited customization** of Spiro's pipeline stages restricts their sales process flexibility and efficiency. - Users find the **expertise required** for Spiro challenging, particularly those unfamiliar with AI-driven CRMs and automation. #### What Are Recent G2 Reviews of Spiro? **"[Streamlined Compliance with Extensive Automation](https://www.g2.com/survey_responses/spiro-review-12984050)"** **Rating:** 4.5/5.0 stars *— Spiros S.* [Read full review](https://www.g2.com/survey_responses/spiro-review-12984050) --- **"[Efficient CRM with Room for GDPR Enhancements](https://www.g2.com/survey_responses/spiro-review-13058426)"** **Rating:** 4.5/5.0 stars *— Karl S.* [Read full review](https://www.g2.com/survey_responses/spiro-review-13058426) --- #### What Are G2 Users Discussing About Spiro? - [What does Spiro do?](https://www.g2.com/discussions/what-does-spiro-do) - [What is Spiro CRM?](https://www.g2.com/discussions/what-is-spiro-crm) - [How much does a Spiro?](https://www.g2.com/discussions/how-much-does-a-spiro) - 1 comment, 1 upvote - [Is Spiro free?](https://www.g2.com/discussions/is-spiro-free) - 2 comments ### 3. [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) SuperOffice is a leading European CRM provider, guided by our mission to be Europe’s most loved CRM. We help growing businesses build valuable, effortless customer relationships with our award-winning CRM platform for sales, marketing and customer service. Tailored specifically for B2B professionals, SuperOffice equips organizations with the necessary tools and insights to effectively understand and respond to customer needs. Available on both desktop and mobile platforms, this CRM solution streamlines the customer journey, enhances personalized communication, and ultimately boosts customer satisfaction, regardless of location. SuperOffice CRM is particularly beneficial for sales teams, marketing departments, and customer service representatives. These professionals require a centralized platform to manage interactions and data, making SuperOffice an ideal choice for organizations aiming to improve productivity and prioritize customer engagement. The software supports a wide range of use cases, including tracking sales leads, managing marketing campaigns, providing customer support, and analyzing customer feedback, making it an essential tool for any organization focused on a customer-centric approach. Key features of SuperOffice CRM include robust contact management, sales automation, and advanced reporting capabilities. The contact management system allows users to efficiently store and organize customer information, ensuring easy access to crucial data when needed. Sales automation tools streamline the sales process by automating repetitive tasks, enabling sales professionals to concentrate on relationship-building rather than administrative duties. Additionally, the reporting features deliver valuable insights into customer behavior and sales performance, empowering teams to make informed, data-driven decisions. The Board view feature allows sales representatives and managers to maintain an overview of all sales activities, facilitating quicker sales cycles. For marketers, SuperOffice CRM enhances the customer journey through automated lead management and workflows, utilizing smart triggers to optimize marketing efforts. The platform also supports AI-powered content creation, enabling users to generate personalized images, copy, and calls-to-action (CTAs). This capability allows marketers to strengthen relationships and maintain effective communication at every customer touchpoint. Service teams can leverage SuperOffice CRM to provide efficient and consistent support by unifying customer information and interaction history. The organized request management system categorizes inquiries clearly, speeding up response times. Features such as autoreplies and response templates further enhance communication efficiency, while built-in reporting and analytics offer insights to continuously improve service quality. SuperOffice CRM stands out as a versatile and powerful tool that addresses the diverse needs of businesses looking to enhance their customer relationships. **Average Rating:** 4.4/5.0 **Total Reviews:** 176 **How Do G2 Users Rate SuperOffice CRM?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind SuperOffice CRM?** - **Seller:** [SuperOffice AS](https://www.g2.com/sellers/superoffice-as) - **Company Website:** https://www.superoffice.com - **Year Founded:** 1990 - **HQ Location:** Oslo, Oslo - **Twitter:** @SuperOffice (779 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/superoffice-as/ (316 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Wholesale, Computer Software - **Company Size:** 59% Small-Business, 34% Mid-Market #### What Are SuperOffice CRM's Pros and Cons? **Pros:** - Ease of Use (31 reviews) - Intuitive (13 reviews) - Customer Support (12 reviews) - Helpful (11 reviews) - User-Friendly (11 reviews) **Cons:** - Bugs (5 reviews) - Time-Consuming (5 reviews) - Integration Issues (4 reviews) - Missing Features (4 reviews) - Connectivity Issues (3 reviews) ### What Do G2 Reviewers Say About SuperOffice CRM? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** in SuperOffice CRM, highlighting its intuitive navigation and customizable features. - Users find SuperOffice CRM to be **very intuitive** , making it easy to navigate and manage company communications. - Users highly value the **quick and helpful customer support** provided by SuperOffice CRM, enhancing their overall experience. - Users value the **helpful support** of SuperOffice CRM, appreciating the quick response and effective communication from the teams. - Users highlight the **user-friendly design** of SuperOffice CRM, making customer management intuitive and efficient. **Cons:** - Users face **persistent bugs** in SuperOffice CRM, particularly with the Android app and slow updates for fixes. - Users find the **time-consuming onboarding process** cumbersome, making it hard to integrate addons efficiently. - Users face **integration issues** with SuperOffice CRM, lacking connections to essential secondary systems and encountering bugs on Android. - Users desire the addition of **missing features** in SuperOffice CRM, hindering marketing functionality and overall user experience. - Users experience **connectivity issues** with SuperOffice CRM, leading to delays and complications during document editing and uploads. #### What Are Recent G2 Reviews of SuperOffice CRM? **"[Simple, Versatile CRM and Contract Management with SO](https://www.g2.com/survey_responses/superoffice-crm-review-12971029)"** **Rating:** 5.0/5.0 stars *— Åge P.* [Read full review](https://www.g2.com/survey_responses/superoffice-crm-review-12971029) --- **"[Intuitive and great support](https://www.g2.com/survey_responses/superoffice-crm-review-8622654)"** **Rating:** 5.0/5.0 stars *— Pär G.* [Read full review](https://www.g2.com/survey_responses/superoffice-crm-review-8622654) --- ### 4. [Streak](https://www.g2.com/products/streak/reviews) Streak is a CRM built directly inside Gmail — not a sidebar, not a browser extension backed by a separate app. It runs natively in your inbox, so your team tracks deals, manages contacts, and runs pipelines without switching tabs or logging into another tool. Pipeline management works in a spreadsheet-style grid inside Gmail. Every deal, contact, and relationship lives in a customizable pipeline with stages you define to maintain structured data and processes. Manage your sales, hiring, investor outreach, fundraising, partnerships, and more — all from the same system. Streak logs emails automatically. Every conversation with a contact is captured to the right deal or pipeline record, so the full history is always visible. Shared pipelines give your whole team visibility into who's talking to who and where things stand. AI features are built into the workflow. AI autofill pulls data from your email history and web research to populate CRM fields. AI-generated pipelines build stages and fields from a plain-language description. AI actions trigger inside automations, so a pipeline event can kick off a multi-step workflow without manual updates. Core email tools are included on all plans: email tracking, mail merge, email templates, and email sharing. Best for: sales teams, talent agencies, marketing agencies, real estate agents, nonprofits, and any team that runs their business from Gmail and wants a CRM that actually gets used. **Average Rating:** 4.5/5.0 **Total Reviews:** 263 **How Do G2 Users Rate Streak?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Streak?** - **Seller:** [Streak](https://www.g2.com/sellers/streak) - **Year Founded:** 2011 - **HQ Location:** San Francisco, CA - **Twitter:** @Streak (7,473 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10177683/ (38 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Engineer, Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 74% Small-Business, 14% Mid-Market #### What Are Streak's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Easy Tracking (7 reviews) - Gmail Integration (7 reviews) - Email Tracking (5 reviews) - Integration (5 reviews) **Cons:** - Learning Curve (4 reviews) - Limited Features (4 reviews) - Missing Features (3 reviews) - Email Issues (2 reviews) - Inadequate Analytics (2 reviews) ### What Do G2 Reviewers Say About Streak? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Streak, seamlessly integrating into Gmail for effortless deal management. - Users value the **easy tracking** features of Streak, appreciating real-time insights directly within Gmail for efficient management. - Users appreciate the **seamless Gmail integration** of Streak, making deal management and tracking effortless and organized. - Users rave about how **easy email tracking** is with Streak, providing real-time insights on client interactions. - Users love Streak's **seamless integration with Gmail** , making email campaign tracking and management incredibly convenient and efficient. **Cons:** - Users find the **learning curve steep** , making it difficult to quickly adapt and fully utilize Streak's features. - Users find the **limited features** of Streak restrictive, especially for complex pipelines and customization needs. - Users find the **missing features** frustrating, requiring manual setup and lacking essential reporting tools for usability. - Users report **email issues** with Streak, causing Gmail to lag and limited compatibility with other email clients. - Users find the **inadequate analytics** restricting, especially as pipelines grow more complex and require deeper insights. #### What Are Recent G2 Reviews of Streak? **"[Customer tracking without leaving Gmail](https://www.g2.com/survey_responses/streak-review-12719447)"** **Rating:** 4.5/5.0 stars *— Cristina J.* [Read full review](https://www.g2.com/survey_responses/streak-review-12719447) --- **"[Seamlessly Integrates with Gmail for Effortless Project Tracking](https://www.g2.com/survey_responses/streak-review-12877246)"** **Rating:** 4.0/5.0 stars *— Gazmire B.* [Read full review](https://www.g2.com/survey_responses/streak-review-12877246) --- #### What Are G2 Users Discussing About Streak? - [What is Streak used for?](https://www.g2.com/discussions/what-is-streak-used-for) - 1 comment - [How much does streak cost?](https://www.g2.com/discussions/how-much-does-streak-cost) - [What is a streak?](https://www.g2.com/discussions/what-is-a-streak) - [Is streak a CRM?](https://www.g2.com/discussions/is-streak-a-crm) - 1 comment - [How do you use streak?](https://www.g2.com/discussions/how-do-you-use-streak) ### 5. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools. **Average Rating:** 4.4/5.0 **Total Reviews:** 14,190 **How Do G2 Users Rate ActiveCampaign?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) **Who Is the Company Behind ActiveCampaign?** - **Seller:** [ActiveCampaign](https://www.g2.com/sellers/activecampaign) - **Company Website:** https://www.activecampaign.com - **Year Founded:** 2003 - **HQ Location:** Chicago, IL - **Twitter:** @ActiveCampaign (13,203 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/221390/ (848 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 92% Small-Business, 7% Mid-Market #### What Are ActiveCampaign's Pros and Cons? **Pros:** - Ease of Use (848 reviews) - Automation (787 reviews) - Automation Features (654 reviews) - Automations (621 reviews) - Features (574 reviews) **Cons:** - Learning Curve (419 reviews) - Expensive (403 reviews) - Missing Features (388 reviews) - Limited Features (294 reviews) - Not Intuitive (280 reviews) ### What Do G2 Reviewers Say About ActiveCampaign? *AI-generated summary from verified user reviews* **Pros:** - Users find ActiveCampaign's interface **easy to use** , enhancing communication and engagement with its versatile features. - Users value the **powerful automation features** of ActiveCampaign, enhancing engagement and streamlining marketing efforts effectively. - Users appreciate the **automation features** of ActiveCampaign, which streamline marketing activities and enhance customer engagement. - Users love the **powerful automation capabilities** of ActiveCampaign, enhancing customer engagement effortlessly and efficiently. - Users appreciate the **user-friendly automation and integration features** of ActiveCampaign, enhancing customer engagement and targeting. **Cons:** - Users face a **learning curve** with ActiveCampaign, needing extra support to master its powerful features efficiently. - Users find ActiveCampaign **expensive** , especially for startups, making it challenging for some customers to justify the cost. - Users find the **missing features** in ActiveCampaign limit their automation testing and client information collection capabilities. - Users find the **limited features** of ActiveCampaign frustrating, desiring more customization and easier access to key metrics. - Users find the ActiveCampaign platform **not intuitive** , making learning and setup time-consuming and challenging to navigate. #### What Are Recent G2 Reviews of ActiveCampaign? **"[Efficient Automation with Solid Support](https://www.g2.com/survey_responses/activecampaign-review-11726223)"** **Rating:** 5.0/5.0 stars *— CHRISTIAN ADOLFO M.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-11726223) --- **"[Powerful Automation That Saves Me Time](https://www.g2.com/survey_responses/activecampaign-review-12541193)"** **Rating:** 5.0/5.0 stars *— Nadine T.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-12541193) --- #### What Are G2 Users Discussing About ActiveCampaign? - [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment - [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment - [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment - [Does ActiveCampaign have a CRM?](https://www.g2.com/discussions/does-activecampaign-have-a-crm) - 7 comments - [What is ActiveCampaign used for?](https://www.g2.com/discussions/what-is-activecampaign-used-for) - 20 comments ### 6. [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) Bigin by Zoho CRM is a simplified, AI-ready customer relationship management (CRM) software designed specifically for small businesses, startups, and customer-facing teams. Trusted by 50,000+ businesses across 150+ countries, Bigin helps small businesses unify all customer-facing operations — marketing, sales, onboarding, delivery, and support and helps manage customer relationships effectively. **Average Rating:** 4.6/5.0 **Total Reviews:** 847 **How Do G2 Users Rate Bigin by Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Bigin by Zoho CRM?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 90% Small-Business, 9% Mid-Market #### What Are Bigin by Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (256 reviews) - Simple (125 reviews) - Intuitive (107 reviews) - Simplicity (103 reviews) - Features (87 reviews) **Cons:** - Missing Features (81 reviews) - Limited Features (75 reviews) - Integration Issues (63 reviews) - Limited Customization (63 reviews) - Limited Integrations (43 reviews) ### What Do G2 Reviewers Say About Bigin by Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Bigin by Zoho CRM, making it simple to implement and manage. - Users commend Bigin by Zoho CRM for its **simplicity and ease of use** , making it ideal for small businesses. - Users praise the **intuitive design** of Bigin by Zoho CRM, highlighting its simplicity and ease of navigation. - Users value the **simplicity** of Bigin by Zoho CRM, finding it easy to use and set up for small businesses. - Users value the **ease of use and excellent reporting** in Bigin by Zoho CRM, enhancing their management efficiency. **Cons:** - Users experience **missing features** in Bigin, such as limited automations and reporting capabilities compared to desktop. - Users note the **limited features** of Bigin by Zoho CRM, wishing for more integrations and advanced functionalities. - Users face **integration issues** with Bigin, particularly with field mapping and limited functionality when scaling up. - Users note that **customization is limited** in Bigin, lacking fields and advanced features found in full CRMs. - Users face **limited integrations** in Bigin by Zoho CRM, hindering connectivity with other essential applications. #### What Are Recent G2 Reviews of Bigin by Zoho CRM? **"[Excellent CRM for Managing Business Leads Efficiently](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)"** **Rating:** 5.0/5.0 stars *— Vasudev P.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366) --- **"[Simple and easy to use for our Franchising and consulting business](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501)"** **Rating:** 4.0/5.0 stars *— Juan Luis V.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501) --- #### What Are G2 Users Discussing About Bigin by Zoho CRM? - [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/discussions/what-is-the-difference-between-bigin-and-zoho-crm) - [Does Bigin integrate with Zoho CRM?](https://www.g2.com/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote - [What is Zoho Bigin?](https://www.g2.com/discussions/what-is-zoho-bigin) - 2 comments - [What is Bigin used for?](https://www.g2.com/discussions/what-is-bigin-used-for) - 1 comment ### 7. [Nutshell](https://www.g2.com/products/nutshell/reviews) Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,420 **How Do G2 Users Rate Nutshell?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Nutshell?** - **Seller:** [Nutshell](https://www.g2.com/sellers/nutshell) - **Company Website:** https://www.nutshell.com - **Year Founded:** 2009 - **HQ Location:** Ann Arbor, Michigan - **Twitter:** @nutshell (2,794 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/webfxinc/ (1,238 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 73% Small-Business, 18% Mid-Market #### What Are Nutshell's Pros and Cons? **Pros:** - Ease of Use (379 reviews) - Helpful (207 reviews) - Customer Support (178 reviews) - Features (177 reviews) - Intuitive (163 reviews) **Cons:** - Missing Features (172 reviews) - Limited Features (117 reviews) - Limited Customization (83 reviews) - Learning Curve (79 reviews) - Email Management (73 reviews) ### What Do G2 Reviewers Say About Nutshell? *AI-generated summary from verified user reviews* **Pros:** - Users find Nutshell to be **super easy to use** , significantly enhancing their organization and lead management. - Users value the **ease of organization** that Nutshell provides, enhancing efficiency throughout the admissions process. - Users value the **excellent customer support** from Nutshell, appreciating responsive assistance and comprehensive educational resources. - Users love the **user-friendly email marketing tools** in Nutshell, appreciating their effectiveness and seamless integration with other tools. - Users find Nutshell **intuitive and easy to use** , enhancing collaboration and providing a great user experience. **Cons:** - Users find Nutshell lacks essential **configuration and reporting features** , leading to inefficiencies and lost information during data entry. - Users note the **limited features** in Nutshell, particularly desiring more customization and advanced automation options. - Users notice **limited customization** options in Nutshell, impacting usability and personalization for mobile and email features. - Users find the **learning curve challenging** due to frequent changes and a complicated layout affecting workflow. - Users find the lack of **customization options and junk email filtering** in Nutshell's email management frustrating. #### What Are Recent G2 Reviews of Nutshell? **"[Perfect for a one-man-show!](https://www.g2.com/survey_responses/nutshell-review-4955887)"** **Rating:** 5.0/5.0 stars *— Tom B.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-4955887) --- **"[Managing projects and client relationships feels much more organized](https://www.g2.com/survey_responses/nutshell-review-13074453)"** **Rating:** 5.0/5.0 stars *— Omar S.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-13074453) --- ### 8. [Attio](https://www.g2.com/products/attio/reviews) Attio is the AI CRM for the next era of companies. Built to adapt to any business, Attio gives companies the power to understand every customer, automate at scale, and create go-to-market systems exactly as they need. Thousands of companies, including category-defining AI leaders and startups, use Attio to power their go-to-market. ------------------------ Key features: - AI for how you already work. Ask Attio to find, update, or create in plain English. - Connect your agents to your CRM. Attio's MCP server plugs into any AI tool so your agents can read, write, and act on live customer context. - A CRM that fits your business. Model any GTM motion with our flexible data model, custom objects, and relationships tailored for your team. - Automate the work behind the deal. Powerful workflows route leads, manage deals, and keep your pipeline moving. - Stop chasing stale data. Attio enriches contact and company records automatically, so your team never wastes time on dead emails, outdated titles, or missing context. - Real-time performance. Live dashboards and advanced reporting give revenue teams instant visibility into pipeline, activity, and trends. - Keep the conversation going. Record meetings, generate AI summaries, and sync key insights directly to your CRM. - Connect the tools your team loves. Attio stays in sync across your entire stack with a growing library of integrations and a Developer Platform to create your own. Getting started with Attio is fast. Set up your CRM in minutes by syncing your email and calendar to build a complete system without manual data entry. ------------------------ Join the thousands of companies already using Attio to power their growth. See what Attio can do for you at attio.com **Average Rating:** 4.3/5.0 **Total Reviews:** 558 **How Do G2 Users Rate Attio?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Attio?** - **Seller:** [Attio](https://www.g2.com/sellers/attio) - **Company Website:** https://attio.com/ - **Year Founded:** 2019 - **HQ Location:** London, GB - **Twitter:** @attio (12,873 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/attio/ (174 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 80% Small-Business, 15% Mid-Market #### What Are Attio's Pros and Cons? **Pros:** - Ease of Use (75 reviews) - Easy Setup (43 reviews) - Easy Customization (41 reviews) - Integration (25 reviews) - Feature Richness (23 reviews) **Cons:** - Integration Issues (25 reviews) - Missing Features (23 reviews) - Learning Curve (21 reviews) - Feature Issues (19 reviews) - Incomplete Information (13 reviews) ### What Do G2 Reviewers Say About Attio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Attio, enjoying a smooth setup and intuitive customization for their needs. - Users appreciate the **easy setup** of Attio, enabling quick productivity without a steep learning curve. - Users appreciate the **fantastic customizability** of Attio, allowing tailored solutions that enhance lead tracking and management. - Users value the **seamless integration** capabilities of Attio, enhancing productivity and simplifying workflows across teams. - Users value the **feature richness** of Attio, especially for its intuitive tools and excellent customer support. **Cons:** - Users express frustration with **integration issues** , highlighting the need for more native tool connections and functional enrichment features. - Users express concern over **missing features** in Attio, hoping for key improvements and better automation for duplicates. - Users experience a **steeper learning curve** at first, feeling overwhelmed by the setup and flexibility of Attio. - Users struggle with **feature issues** in Attio, especially regarding email sharing and limited reporting capabilities. - Users find the **incomplete information** in Attio limits accurate data enrichment and reporting capabilities. #### What Are Recent G2 Reviews of Attio? **"[Attio’s Flexible Data Model and Fast UI Make CRM Work Feel Effortless](https://www.g2.com/survey_responses/attio-review-13106492)"** **Rating:** 5.0/5.0 stars *— Nick J.* [Read full review](https://www.g2.com/survey_responses/attio-review-13106492) --- **"[Attio: The Best Single Source of Truth with Game-Changing AI Workflows](https://www.g2.com/survey_responses/attio-review-13087607)"** **Rating:** 5.0/5.0 stars *— Matt W.* [Read full review](https://www.g2.com/survey_responses/attio-review-13087607) --- ### 9. [Nimble CRM](https://www.g2.com/products/nimble/reviews) Nimble is a relationship-focused CRM for your entire team. With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler. Nimble effortlessly integrates with both Microsoft 365 and Google Workspace, gathering contacts and leads from all your platforms, while our automation tools handle the busy work. Focus on what matters most – growing your business and nurturing relationships, as Nimble streamlines your workflow for maximum productivity. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,062 **How Do G2 Users Rate Nimble CRM?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Nimble CRM?** - **Seller:** [Nimble](https://www.g2.com/sellers/nimble) - **Year Founded:** 2008 - **HQ Location:** Santa Monica, CA - **Twitter:** @Nimble (15,980 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nimblecrm/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 75% Small-Business, 16% Mid-Market #### What Are Nimble CRM's Pros and Cons? **Pros:** - Ease of Use (35 reviews) - Integrations (21 reviews) - Helpful (20 reviews) - Intuitive (19 reviews) - Customer Support (17 reviews) **Cons:** - Missing Features (13 reviews) - Limited Features (9 reviews) - Expensive (8 reviews) - Integration Issues (6 reviews) - Limited Customization (6 reviews) ### What Do G2 Reviewers Say About Nimble CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Nimble CRM's **ease of use** and quick integration invaluable for managing customer information efficiently. - Users value the **easy integrations** of Nimble CRM, enhancing functionality with seamless connectivity to various apps. - Users value the **helpful customer support** of Nimble CRM, facilitating quick assistance for effective usage. - Users value the **intuitive design** of Nimble CRM, enabling effortless information management and seamless integrations. - Users praise the **quick and responsive customer support** of Nimble CRM, enhancing their overall experience and efficiency. **Cons:** - Users feel the **email automation features are missing** , limiting customization and functionality compared to other products. - Users express frustration with Nimble CRM's **limited features** , particularly in automation and app functionality. - Users find Nimble CRM **expensive** compared to cheaper and free alternatives, especially with additional costs for features and contacts. - Users face **integration issues** with Nimble CRM, struggling with syncing data across different platforms and workflows. - Users find the **limited customization options** hinder their ability to tailor Nimble CRM to specific needs. #### What Are Recent G2 Reviews of Nimble CRM? **"[It Keeps Follow-Ups, Tasks, and Client Communication More Organized](https://www.g2.com/survey_responses/nimble-crm-review-12878240)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/nimble-crm-review-12878240) --- **"[Unified Contact Communication with Easy Onboarding, Kanban Pipelines, and a Great UI](https://www.g2.com/survey_responses/nimble-crm-review-12854974)"** **Rating:** 4.5/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/nimble-crm-review-12854974) --- #### What Are G2 Users Discussing About Nimble CRM? - [What is Nimble used for?](https://www.g2.com/discussions/what-is-nimble-used-for) - 1 comment - [What are the benefits of HPE Nimble Storage?](https://www.g2.com/discussions/what-are-the-benefits-of-hpe-nimble-storage) - [Is nimble free?](https://www.g2.com/discussions/is-nimble-free) - 1 comment - [What is Nimble CRM?](https://www.g2.com/discussions/what-is-nimble-crm) - 1 comment - [What is nimble software?](https://www.g2.com/discussions/what-is-nimble-software) - 2 comments, 1 upvote ### 10. [Planhat](https://www.g2.com/products/planhat/reviews) Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us. **Average Rating:** 4.5/5.0 **Total Reviews:** 939 **How Do G2 Users Rate Planhat?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Planhat?** - **Seller:** [Planhat](https://www.g2.com/sellers/planhat) - **Company Website:** https://www.planhat.com - **Year Founded:** 2015 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @planhat (1,045 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10168756/ (232 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, Head of Customer Success - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Mid-Market, 32% Small-Business #### What Are Planhat's Pros and Cons? **Pros:** - Ease of Use (172 reviews) - Customer Support (122 reviews) - Customization (88 reviews) - Automation (83 reviews) - Efficiency (82 reviews) **Cons:** - Learning Curve (92 reviews) - Complexity (63 reviews) - Integration Issues (45 reviews) - Steep Learning Curve (45 reviews) - Limitations (42 reviews) ### What Do G2 Reviewers Say About Planhat? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency. - Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success. - Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs. - Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity. - Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health. **Cons:** - Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation. - Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively. - Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts. - Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially. - Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation. #### What Are Recent G2 Reviews of Planhat? **"[A Strategic Platform for Scaling Customer Success](https://www.g2.com/survey_responses/planhat-review-11771625)"** **Rating:** 5.0/5.0 stars *— Ty R.* [Read full review](https://www.g2.com/survey_responses/planhat-review-11771625) --- **"[Intuitive UI, Powerful Integrations, and a Supportive Planhat Team](https://www.g2.com/survey_responses/planhat-review-13119419)"** **Rating:** 4.5/5.0 stars *— Carly P.* [Read full review](https://www.g2.com/survey_responses/planhat-review-13119419) --- #### What Are G2 Users Discussing About Planhat? - [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for) ### 11. [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. **Average Rating:** 4.7/5.0 **Total Reviews:** 500 **How Do G2 Users Rate Capsule CRM?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Capsule CRM?** - **Seller:** [Capsule](https://www.g2.com/sellers/capsule-e141d0ba-26b3-4a7a-ae6c-2531a3dc3de4) - **Company Website:** https://capsulecrm.com/ - **Year Founded:** 2007 - **HQ Location:** Manchester, GB - **Twitter:** @CapsuleCRM (5,249 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/200221/ (54 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Director, Owner - **Top Industries:** Consulting, Marketing and Advertising - **Company Size:** 92% Small-Business, 7% Mid-Market #### What Are Capsule CRM's Pros and Cons? **Pros:** - Ease of Use (94 reviews) - Customer Support (47 reviews) - User-Friendly (39 reviews) - Simplicity (35 reviews) - Task Management (32 reviews) **Cons:** - Missing Features (20 reviews) - Limited Customization (15 reviews) - Integration Issues (12 reviews) - Incomplete Information (9 reviews) - Learning Curve (8 reviews) ### What Do G2 Reviewers Say About Capsule CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Capsule CRM to be **very easy to use** , making it ideal for beginners and small businesses. - Users commend the **responsive customer support** of Capsule CRM, appreciating quick resolutions and helpful interactions. - Users find Capsule CRM to be **exceptionally user-friendly** , simplifying daily tasks and enhancing team collaboration effectively. - Users appreciate the **simplicity** of Capsule CRM, enabling quick setup and effortless navigation for enhanced productivity. - Users find Capsule CRM's **task management features** invaluable for organizing workflows and enhancing productivity. **Cons:** - Users find the **missing features** like workflows and archiving limit Capsule CRM's effectiveness and usability. - Users find the **limited customization** in Capsule CRM restricts their ability to adapt the platform to their needs. - Users express concerns about **integration issues** with Capsule CRM, particularly with Microsoft Teams and marketing tools. - Users find the **incomplete information** limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM. - Users find the **learning curve challenging** , particularly for managing contacts and setting up custom fields effectively. #### What Are Recent G2 Reviews of Capsule CRM? **"[Easy-to-Use CRM That Saves Time with Helpful AI and Excellent Support](https://www.g2.com/survey_responses/capsule-crm-review-13084659)"** **Rating:** 5.0/5.0 stars *— Lucy M.* [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13084659) --- **"[Capsule CRM: Flexible, Customizable and Ideal for Multi-Company Workflows](https://www.g2.com/survey_responses/capsule-crm-review-13051231)"** **Rating:** 5.0/5.0 stars *— Lincoln R.* [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13051231) --- #### What Are G2 Users Discussing About Capsule CRM? - [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment - [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment - [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment - [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) - 1 comment - [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) - 1 comment ### 12. [OctopusPro](https://www.g2.com/products/octopuspro/reviews) OctopusPro is a cloud-based service management software with all the features and tools you need to manage and grow your business, allowing you to manage customers, leads, quotes, bookings, invoices, payments, feedback, and reviews, as well as your staff and workers in the field. Helping you reduce administrative and operational costs, increase conversions and customer retention, and improve communication between your office, field workers, and customers. **Average Rating:** 5.0/5.0 **Total Reviews:** 24 **How Do G2 Users Rate OctopusPro?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10) **Who Is the Company Behind OctopusPro?** - **Seller:** [OctopusPro](https://www.g2.com/sellers/octopuspro) - **Year Founded:** 2009 - **HQ Location:** Sydney, AU - **LinkedIn® Page:** http://www.linkedin.com/company/octopuspro (22 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Computer Software - **Company Size:** 46% Mid-Market, 38% Small-Business #### What Are OctopusPro's Pros and Cons? **Pros:** - Features (9 reviews) - Ease of Use (8 reviews) - Scheduling (7 reviews) - Task Management (7 reviews) - Helpful (6 reviews) **Cons:** - Difficult Learning (4 reviews) - Learning Curve (3 reviews) - Limited Customization (3 reviews) - Bugs (1 reviews) - Not Intuitive (1 reviews) ### What Do G2 Reviewers Say About OctopusPro? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **seamless integration of job scheduling and customer management** that enhances productivity and satisfaction. - Users find OctopusPro to be incredibly **easy to use** , enhancing productivity with its seamless job management integration. - Users appreciate the **scheduling flexibility** of OctopusPro, enhancing productivity and customer satisfaction through seamless integration. - Users value the **task management capabilities** of OctopusPro, enhancing workflow efficiency and saving significant time. - Users find OctopusPro's **helpfulness** invaluable, providing efficient management and real-time support for their business needs. **Cons:** - Users find the **difficult learning curve** of OctopusPro challenging, especially with its numerous features and advanced customization. - Users note a significant **learning curve** due to the extensive features, which can be overwhelming for newcomers. - Users find **limited customization** in OctopusPro difficult and time-consuming, especially new users adjusting to its complexity. - Users report minimal **bugs** with OctopusPro, benefiting from regular updates and responsive customer service. - Users find the **interface not intuitive** , especially newcomers facing a learning curve due to numerous features. #### What Are Recent G2 Reviews of OctopusPro? **"[Comprehensive Field Sales Tool with Seamless CRM Integration](https://www.g2.com/survey_responses/octopuspro-review-12190663)"** **Rating:** 5.0/5.0 stars *— Alex O.* [Read full review](https://www.g2.com/survey_responses/octopuspro-review-12190663) --- **"[best form management and mobile and email managment tool](https://www.g2.com/survey_responses/octopuspro-review-12316143)"** **Rating:** 5.0/5.0 stars *— Alaudeen S.* [Read full review](https://www.g2.com/survey_responses/octopuspro-review-12316143) --- #### What Are G2 Users Discussing About OctopusPro? - [What is OctopusPro used for?](https://www.g2.com/discussions/what-is-octopuspro-used-for) ### 13. [Freshsales](https://www.g2.com/products/freshsales/reviews) Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,198 **How Do G2 Users Rate Freshsales?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Freshsales?** - **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks) - **Year Founded:** 2010 - **HQ Location:** San Mateo, CA - **Twitter:** @FreshworksInc (19,020 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/freshworks-inc/ (7,505 employees on LinkedIn®) - **Ownership:** NASDAQ: FRSH **Who Uses This Product?** - **Who Uses This:** CEO, Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 68% Small-Business, 27% Mid-Market #### What Are Freshsales's Pros and Cons? **Pros:** - Ease of Use (103 reviews) - Features (70 reviews) - Helpful (55 reviews) - Customer Support (50 reviews) - Intuitive (41 reviews) **Cons:** - Missing Features (47 reviews) - Limited Features (32 reviews) - Limitations (28 reviews) - Learning Curve (25 reviews) - Limited Customization (21 reviews) ### What Do G2 Reviewers Say About Freshsales? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Freshsales, finding it user-friendly and intuitive for managing tasks. - Users love the **user-friendly interface and extensive features** of Freshsales, enhancing their overall experience and efficiency. - Users find Freshsales to be a **helpful CRM tool** that effectively tracks business development leads and deals. - Users appreciate the **responsive customer support** of Freshsales, enhancing their experience with seamless onboarding and guidance. - Users appreciate the **intuitive design** of Freshsales, finding it easy to learn and navigate across devices. **Cons:** - Users find **missing features** in Freshsales, leading to frustration with reporting, automation, and configuration inconsistencies. - Users find Freshsales to have **limited features** that hinder workflow management and overall user experience, prompting consideration of alternatives. - Users find **configuration complexities** and limited reporting capabilities in Freshsales, impacting their overall CRM experience. - Users find the **learning curve steep** , particularly with reporting and automated workflows in Freshsales. - Users find the **limited customization** options frustrating, particularly with reporting and adding custom fields. #### What Are Recent G2 Reviews of Freshsales? **"[A Practical CRM for Managing Leads and Customer Interactions](https://www.g2.com/survey_responses/freshsales-review-12946886)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/freshsales-review-12946886) --- **"[Logistics-Friendly CRM Lacks Mature Industry Interoperability](https://www.g2.com/survey_responses/freshsales-review-12858179)"** **Rating:** 4.5/5.0 stars *— Vehz H.* [Read full review](https://www.g2.com/survey_responses/freshsales-review-12858179) --- #### What Are G2 Users Discussing About Freshsales? - [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote - [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) - 2 comments - [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) - 1 comment - [What are the major types of CRM?](https://www.g2.com/discussions/what-are-the-major-types-of-crm) - 1 upvote - [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) - 1 comment ### 14. [Snov.io](https://www.g2.com/products/snov-io/reviews) Snov.io is a B2B lead generation and multichannel outreach automation platform designed to help sales and marketing teams improve reply rates and manage outbound campaigns more efficiently. From finding verified leads to launching automated email and LinkedIn campaigns, Snov.io streamlines the outbound process in one unified workspace. With Snov.io, you can: - Discover and verify high-quality B2B leads - Build targeted lead lists with AI-powered prospecting - Set up and manage email infrastructure - Automate multichannel outreach campaigns (email and LinkedIn) - Track engagement and manage pipelines in a built-in CRM - Optimize deliverability and scale outbound campaigns Snov.io combines lead generation, outreach automation, and deal management into one platform - helping sales managers, business owners, marketing managers, and C-level executives manage pipeline growth without relying on multiple disconnected tools. Whether you're a growing startup or an established B2B company, Snov.io supports scalable outbound systems focused on generating conversations and improving engagement. **Average Rating:** 4.5/5.0 **Total Reviews:** 486 **How Do G2 Users Rate Snov.io?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Snov.io?** - **Seller:** [Snovio](https://www.g2.com/sellers/snovio) - **Year Founded:** 2017 - **HQ Location:** New York - **Twitter:** @snov_io (2,583 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18052485/ (199 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Marketing Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 73% Small-Business, 25% Mid-Market #### What Are Snov.io's Pros and Cons? **Pros:** - Ease of Use (157 reviews) - Customer Support (90 reviews) - Helpful (80 reviews) - Lead Generation (73 reviews) - Features (53 reviews) **Cons:** - Email Issues (46 reviews) - Email Management (32 reviews) - Missing Features (29 reviews) - Expensive (23 reviews) - Learning Curve (23 reviews) ### What Do G2 Reviewers Say About Snov.io? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Snov.io, appreciating its intuitive interface and powerful, streamlined features. - Users commend Snov.io's **outstanding customer support** , highlighting helpful and proactive assistance that enhances the overall experience. - Users praise Snov.io for its **simplicity and powerful features** , greatly improving their outbound workflow and lead generation. - Users value the **simplicity and effectiveness** of Snov.io for streamlined lead generation and outreach. - Users value the **robust email tracking and campaign management features** , making outreach efforts seamless and effective. **Cons:** - Users experience **email issues** with Snov.io, including outdated databases and limited email editor functionalities. - Users find the **email editor challenging** and integration with Gmail not user-friendly, impacting their overall experience. - Users find the **email editor lacking** in features and express frustration over missing Salesforce integration. - Users find Snov.io's pricing to be **too expensive** compared to other lead generation tools available. - Users find a **steep learning curve** for novices, complicating the overall experience despite the platform's multifunctionality. #### What Are Recent G2 Reviews of Snov.io? **"[Comprehensive Outreach Solution for Small Teams](https://www.g2.com/survey_responses/snov-io-review-12835650)"** **Rating:** 4.0/5.0 stars *— Abhishek C.* [Read full review](https://www.g2.com/survey_responses/snov-io-review-12835650) --- **"[Efficient Lead Generation with Room for Pricing Flexibility](https://www.g2.com/survey_responses/snov-io-review-12824666)"** **Rating:** 4.0/5.0 stars *— Ali R.* [Read full review](https://www.g2.com/survey_responses/snov-io-review-12824666) --- #### What Are G2 Users Discussing About Snov.io? - [What is Snovio used for?](https://www.g2.com/discussions/what-is-snovio-used-for) - 3 comments - [What is the best email finder?](https://www.g2.com/discussions/snovio-what-is-the-best-email-finder) - 4 comments, 1 upvote - [How does SNOV IO work?](https://www.g2.com/discussions/how-does-snov-io-work) - 1 comment - [Is Snovio free?](https://www.g2.com/discussions/is-snovio-free) - 2 comments - [What is Snovio?](https://www.g2.com/discussions/what-is-snovio) - 1 comment ### 15. [Knack](https://www.g2.com/products/knack/reviews) Knack is an AI-powered no-code platform for building custom, database-driven applications, internal tools, and portals. Businesses use Knack to create systems that manage data, automate workflows, and support day-to-day operations, all in one place. The platform combines a built-in relational database, AI app builder, customizable forms, and workflow automation. Users can define their data model, create user roles, and control access with granular permissions. Applications can be deployed as internal tools or external portals, and embedded into existing websites. Knack supports a wide range of use cases, including customer and vendor portals, custom CRMs, project and task management systems, inventory tracking, logistics and supply chain tools, membership and volunteer management, and government operations. Teams can start from scratch, from a template, or use AI to build fully custom applications tailored to their processes. Knack's healthcare-specific offering, Knack Health, allows organizations to build secure, HIPAA-compliant applications for patient intake, scheduling, care coordination, and operational workflows. The platform supports role-based permissions, record history logs, and secure data handling for protected health information (PHI), with a signed business associate agreement (BAA) available for covered entities. For more advanced use cases, developers can extend applications using a REST API, custom CSS, and JavaScript. Knack also supports integrations with 500+ third-party tools to fit into existing workflows. Knack is designed for flexibility and scale, making it a fit for SMBs, nonprofits, and enterprise teams that need systems tailored to how their business actually operates. **Average Rating:** 4.3/5.0 **Total Reviews:** 111 **How Do G2 Users Rate Knack?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Knack?** - **Seller:** [Knack](https://www.g2.com/sellers/knack) - **Year Founded:** 2010 - **HQ Location:** New York, NY - **Twitter:** @knackhq (1,923 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/knackhq (89 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction, Information Technology and Services - **Company Size:** 57% Small-Business, 31% Mid-Market #### What Are Knack's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Intuitive (7 reviews) - Customer Support (6 reviews) - Ease of Learning (6 reviews) - Simplicity (6 reviews) **Cons:** - Missing Features (8 reviews) - Limited Customization (5 reviews) - Feature Limitations (4 reviews) - Limited Features (4 reviews) - Feature Issues (2 reviews) ### What Do G2 Reviewers Say About Knack? *AI-generated summary from verified user reviews* **Pros:** - Users value Knack's **ease of use** , finding it user-friendly for basic tasks and powerful in functionality. - Users find Knack to be **very intuitive** , allowing for quick app building and easy configuration even for beginners. - Users value the **quick response of customer support** in assisting them effectively with their Knack experience. - Users find Knack's platform **easy to learn** , aided by intuitive design and helpful onboarding support. - Users value Knack's **simplicity** , finding it easy to configure and perfect for managing complex tasks efficiently. **Cons:** - Users find the **missing features** in Knack, like search options and testing tools, significantly limit app development efficiency. - Users find **limited customization** in Knack, facing challenges with page organization and filtering in large apps. - Users face significant **feature limitations** , like absence of duplicate removal and poor page management in Knack applications. - Users find Knack has **limited features** such as inadequate tools and restricted filtering options in Builder. - Users encounter **feature issues** with Knack, such as limited developer tools and inadequate filtering for page management. #### What Are Recent G2 Reviews of Knack? **"[Knack Streamlines Workflows with Reliable Performance and Solid ROI](https://www.g2.com/survey_responses/knack-review-13076676)"** **Rating:** 4.5/5.0 stars *— Vineet S.* [Read full review](https://www.g2.com/survey_responses/knack-review-13076676) --- **"[Ten Year Knack user](https://www.g2.com/survey_responses/knack-review-9968994)"** **Rating:** 4.5/5.0 stars *— Verified User in Non-Profit Organization Management* [Read full review](https://www.g2.com/survey_responses/knack-review-9968994) --- #### What Are G2 Users Discussing About Knack? - [Is knack Hipaa compliant?](https://www.g2.com/discussions/is-knack-hipaa-compliant) - [What is knack help?](https://www.g2.com/discussions/what-is-knack-help) - [What is knack database?](https://www.g2.com/discussions/what-is-knack-database) - [What is knack software?](https://www.g2.com/discussions/what-is-knack-software) ### 16. [Efficy CRM](https://www.g2.com/products/efficy-crm/reviews) At last, a CRM solution that truly adapts to your needs. Efficy is a major player in the European CRM market. With our personalised range of solutions, we're already trusted by over 13.500 clients and 330.000 users across 60 countries. We want to help our clients succeed by providing the tools they need to make their employees’ work easier, and their customers happier. Our CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system. Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy CRM. Boost your commercial efforts with our AI-based contact enrichment tool. By analyzing emails, it automatically fills in missing information about your prospects and clients, such as their job title, company, or contact details. Thanks to this analysis, our solution can naturally trigger workflows to automate tasks, alert certain users via notifications, and much more. Discover our artificial intelligence solution that analyzes the emotions expressed by your customers in the emails they send you or the support tickets created on your client portal. By quickly interpreting whether a sentiment is positive, negative, or neutral, you can proactively respond to the needs and concerns of your clientele. **Average Rating:** 4.5/5.0 **Total Reviews:** 101 **How Do G2 Users Rate Efficy CRM?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Efficy CRM?** - **Seller:** [Efficy](https://www.g2.com/sellers/efficy) - **Year Founded:** 2005 - **HQ Location:** Brussels, Belgium - **Twitter:** @efficy_en (1,043 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/133084/ (407 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 47% Mid-Market, 44% Small-Business #### What Are Efficy CRM's Pros and Cons? **Pros:** - Ease of Use (23 reviews) - Efficiency (12 reviews) - Easy Customization (11 reviews) - Customer Support (10 reviews) - Feature Richness (9 reviews) **Cons:** - Learning Curve (10 reviews) - Expensive (9 reviews) - Bugs (7 reviews) - UX Improvement (6 reviews) - Error Handling (4 reviews) ### What Do G2 Reviewers Say About Efficy CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Efficy CRM, enhancing productivity and simplifying their daily operations. - Users appreciate the **efficiency** of Efficy CRM, finding it easy and fast to manage their tasks effectively. - Users value the **easy customization** of Efficy CRM, enabling tailored solutions that boost productivity and support growth. - Users value the **responsive customer support** of Efficy CRM, enhancing their overall experience and satisfaction. - Users appreciate the **feature richness** of Efficy CRM, enabling customization and enhancing productivity across various needs. **Cons:** - Users note a **steeper learning curve** with Efficy CRM, which can be overwhelming for newcomers seeking ease of use. - Users find Efficy CRM to be **quite expensive** , particularly challenging for small firms to justify the cost. - Users often face **bugs and page crashes** , leading to frustrating experiences and hindered project management efficiency. - Users note that the **user interface and experience need improvement** , particularly regarding customization and performance issues. - Users often face **error handling issues** , including slow page loads and difficulties with updates and changes. #### What Are Recent G2 Reviews of Efficy CRM? **"[Efficy CRM review](https://www.g2.com/survey_responses/efficy-crm-review-10384116)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/efficy-crm-review-10384116) --- **"[Efficy: An Efficient CRM for your business](https://www.g2.com/survey_responses/efficy-crm-review-10385652)"** **Rating:** 4.5/5.0 stars *— Dhruv D.* [Read full review](https://www.g2.com/survey_responses/efficy-crm-review-10385652) --- #### What Are G2 Users Discussing About Efficy CRM? - [What does Efficy Crm do?](https://www.g2.com/discussions/what-does-efficy-crm-do) - [What is the use of CRM software?](https://www.g2.com/discussions/what-is-the-use-of-crm-software) - [What is CRM and its functions?](https://www.g2.com/discussions/what-is-crm-and-its-functions) ### 17. [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews) Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries. **Average Rating:** 4.7/5.0 **Total Reviews:** 263 **How Do G2 Users Rate OnePageCRM?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind OnePageCRM?** - **Seller:** [OnePageCRM](https://www.g2.com/sellers/onepagecrm) - **Year Founded:** 2010 - **HQ Location:** Galway, Ireland - **Twitter:** @OnePageCRM (3,922 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1014103/ (21 employees on LinkedIn®) - **Phone:** +1 (646) 762 1303 **Who Uses This Product?** - **Who Uses This:** Founder, Managing Director - **Top Industries:** Non-Profit Organization Management, Marketing and Advertising - **Company Size:** 85% Small-Business, 12% Mid-Market #### What Are OnePageCRM's Pros and Cons? **Pros:** - Ease of Use (62 reviews) - Simple (37 reviews) - Simplicity (31 reviews) - Customer Support (29 reviews) - Easy Setup (27 reviews) **Cons:** - Missing Features (17 reviews) - Limited Options (9 reviews) - Export Limitations (7 reviews) - Integration Issues (7 reviews) - Lack of Integrations (7 reviews) ### What Do G2 Reviewers Say About OnePageCRM? *AI-generated summary from verified user reviews* **Pros:** - Users find OnePageCRM to be **very simple to use** , tailored perfectly for small teams or individual salespeople. - Users love the **simplicity** of OnePageCRM, finding it perfect for individual salespeople and small teams. - Users value the **simplicity** of OnePageCRM, finding it effective and effortless for small teams and actionable tasks. - Users value the **excellent customer support** from OnePageCRM, making their experience seamless and efficient. - Users love the **easy setup** of OnePageCRM, appreciating its seamless integration and intuitive design for quick onboarding. **Cons:** - Users find the **missing features** in OnePageCRM limiting for advanced reporting, automation, and campaign management. - Users find **limited options** in reporting, automation, and customization, hindering deeper analytics and workflows. - Users express frustrations with **export limitations** in OnePageCRM, particularly regarding conversation thread exports and name compatibility. - Users find **integration issues** with OnePageCRM, expressing a desire for better connectivity with various tools and software. - Users find the **lack of integrations** with other software frustrating, impacting their workflow and CRM functionality. #### What Are Recent G2 Reviews of OnePageCRM? **"[Simple Interface and Effective Sales Management](https://www.g2.com/survey_responses/onepagecrm-review-12953882)"** **Rating:** 5.0/5.0 stars *— Khushbu B.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12953882) --- **"[Helping The Brun Bear Foundation Stay Organized and Engaged](https://www.g2.com/survey_responses/onepagecrm-review-12859063)"** **Rating:** 5.0/5.0 stars *— Vanessa W.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063) --- #### What Are G2 Users Discussing About OnePageCRM? - [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on) - [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment ### 18. [Copper](https://www.g2.com/products/copper/reviews) Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,125 **How Do G2 Users Rate Copper?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Copper?** - **Seller:** [Copper](https://www.g2.com/sellers/copper) - **Company Website:** https://www.copper.com - **Year Founded:** 2012 - **HQ Location:** San Francisco, CA - **Twitter:** @CopperInc (2,379 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/copper-inc/ (305 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small-Business, 18% Mid-Market #### What Are Copper's Pros and Cons? **Pros:** - Ease of Use (25 reviews) - Gmail Integration (16 reviews) - Integration (16 reviews) - Integrations (14 reviews) - Seamless Integration (13 reviews) **Cons:** - Limited Features (10 reviews) - Expensive (9 reviews) - Missing Features (9 reviews) - Integration Issues (8 reviews) - Limited Customization (7 reviews) ### What Do G2 Reviewers Say About Copper? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Copper, benefiting from its seamless integration with Google Workspace. - Users value the **seamless Gmail integration** of Copper, enhancing efficiency in contact management and engagement. - Users value Copper's **seamless integration** with Google Workspace, enhancing efficiency in contact and pipeline management. - Users value the **seamless integration** with Google Workspace, streamlining contact management and enhancing email engagement efficiently. - Users value the **seamless integration** of Copper with Google Workspace, enhancing workflow and reducing manual efforts. **Cons:** - Users note the **limited features** of Copper, restricting customization and advanced reporting compared to larger enterprise CRMs. - Users find the **pricing for features and currency changes** to be prohibitively high, impacting overall value. - Users find Copper lacking in **advanced features** like automation and robust customer support, making tasks cumbersome. - Users find **integration issues** with Google Voice and document management complicate their workflow and increase workload significantly. - Users find **limited customization** options in Copper, making it less adaptable for complex organizational needs. #### What Are Recent G2 Reviews of Copper? **"[GDPR-Compliant CRM with Room for Improvement](https://www.g2.com/survey_responses/copper-review-13042800)"** **Rating:** 4.0/5.0 stars *— Martha B.* [Read full review](https://www.g2.com/survey_responses/copper-review-13042800) --- **"[Copper CRM Streamlined Our Workflow with Fast Search, Smart Automations, and Great Visibility](https://www.g2.com/survey_responses/copper-review-12822250)"** **Rating:** 5.0/5.0 stars *— Matt M.* [Read full review](https://www.g2.com/survey_responses/copper-review-12822250) --- #### What Are G2 Users Discussing About Copper? - [What is Copper used for?](https://www.g2.com/discussions/what-is-copper-used-for) - [What is copper app?](https://www.g2.com/discussions/what-is-copper-app) - 1 comment - [How is copper used in CRM?](https://www.g2.com/discussions/how-is-copper-used-in-crm) - 1 comment - [What is copper CRM?](https://www.g2.com/discussions/what-is-copper-crm) - 2 comments ### 19. [Thryv](https://www.g2.com/products/thryv/reviews) Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform. Now including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals. From getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,893 **How Do G2 Users Rate Thryv?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Thryv?** - **Seller:** [Thryv](https://www.g2.com/sellers/thryv) - **Company Website:** https://Thryv.com - **Year Founded:** 2012 - **HQ Location:** Dallas, TX - **Twitter:** @thryv (8,415 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/thryvinc (5,883 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 90% Small-Business, 9% Mid-Market #### What Are Thryv's Pros and Cons? **Pros:** - Ease of Use (102 reviews) - Automation (90 reviews) - Automation Features (70 reviews) - Customer Support (69 reviews) - Helpful (58 reviews) **Cons:** - Missing Features (60 reviews) - Learning Curve (50 reviews) - Limitations (45 reviews) - Limited Features (45 reviews) - Expensive (33 reviews) ### What Do G2 Reviewers Say About Thryv? *AI-generated summary from verified user reviews* **Pros:** - Users find Thryv to be **easy to use** , seamlessly integrating various features for efficient team collaboration. - Users appreciate the **automation features** of Thryv, enabling streamlined follow-ups and consistent client engagement. - Users love the **automation features** of Thryv, enhancing efficiency in managing client follow-ups and nurturing campaigns. - Users value the **great customer support** from Thryv, highlighting its helpfulness and comprehensiveness. - Users appreciate the **powerful automation features** of Thryv, finding it easy to use and engaging. **Cons:** - Users express disappointment over **missing features** and constant glitches, undermining their overall experience with Thryv. - Users find the **learning curve challenging** , requiring time and support to navigate the many features effectively. - Users experience **constant glitches** with Thryv, leading to dissatisfaction and a lack of essential export options. - Users find **limited features** in Thryv, such as insufficient data management and challenging segmentation capabilities. - Users find Thryv to be **expensive** , especially with additional setup and customization costs due to its complexity. #### What Are Recent G2 Reviews of Thryv? **"[Keap/Thryv has helped me grow my business in ways I never thought I could](https://www.g2.com/survey_responses/thryv-review-8053452)"** **Rating:** 5.0/5.0 stars *— Heather W.* [Read full review](https://www.g2.com/survey_responses/thryv-review-8053452) --- **"[All-in-One Thryv Platform That Streamlined Our Workflow and Saved Us Money](https://www.g2.com/survey_responses/thryv-review-12972196)"** **Rating:** 5.0/5.0 stars *— Alan H.* [Read full review](https://www.g2.com/survey_responses/thryv-review-12972196) --- #### What Are G2 Users Discussing About Thryv? - [What is Thryv used for?](https://www.g2.com/discussions/what-is-thryv-used-for) - [How do I cancel Thryv?](https://www.g2.com/discussions/how-do-i-cancel-thryv) - [What is infusionsoft used for?](https://www.g2.com/discussions/what-is-infusionsoft-used-for) - 3 comments - [Who owns Thryv software?](https://www.g2.com/discussions/who-owns-thryv-software) - [Is KEAP an Infusionsoft?](https://www.g2.com/discussions/is-keap-an-infusionsoft) - 4 comments ### 20. [HappSales](https://www.g2.com/products/happsales/reviews) HappSales is an AI CRM & Revenue Platform for B2B companies. It distinguishes itself from transactional CRMs through - 1. One-of-its-kind integrated platform for end-to-end revenue operations - Key Account Management, Lead Management, Sales, Service, Receivables, Field operations, Workflows, & more. This eliminates revenue leakages and enhances performance. 2. Includes Army of AI Agents for AI-powered automation, insights & nudges, and other diverse use-cases 3. Mobile-First + Voice-enabled AI Copilot – modern & intuitive app that is ease to use for high adoption 4. Embedded best-practices & metrics that removes the need to engage expensive consultants 5. Rapid deployment with massive time & effort savings - with lowest Total-Cost-of-Ownership **Average Rating:** 4.9/5.0 **Total Reviews:** 38 **How Do G2 Users Rate HappSales?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10) **Who Is the Company Behind HappSales?** - **Seller:** [HappSales](https://www.g2.com/sellers/happsales) - **Year Founded:** 2018 - **HQ Location:** Bangalore, IN - **LinkedIn® Page:** https://www.linkedin.com/company/happsales/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 60% Small-Business, 38% Mid-Market #### What Are HappSales's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - User-Friendly (8 reviews) - Customer Support (4 reviews) - Customer Management (3 reviews) - Data Management (3 reviews) **Cons:** - Learning Curve (5 reviews) - Reporting Issues (2 reviews) - Setup Difficulties (2 reviews) - Expensive (1 reviews) - Incomplete Information (1 reviews) ### What Do G2 Reviewers Say About HappSales? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of HappSales, enjoying its intuitive interface and efficient workflow integration. - Users appreciate the **user-friendly interface** of HappSales, making their work easy and efficient. - Users value the **excellent customer support** from HappSales, appreciating quick responses and helpful assistance. - Users find HappSales CRM to be **convenient for managing customer data** , enhancing communication and boosting sales. - Users find HappSales CRM **very convenient for managing customer data** , enhancing accessibility and improving communication. **Cons:** - Users note a **steep learning curve** but acknowledge it enhances team efficiency over time. - Users often face **reporting issues** with HappSales, leading to difficulties in downloading and using reports effectively. - Users find that the **setup difficulties** are worth it, leading to improved workflow efficiency and accuracy. - Users note that the **initial cost is high** , but it may provide long-term value over time. - Users face challenges with **incomplete information** when trying to download the aggregate report, limiting their usability. #### What Are Recent G2 Reviews of HappSales? **"[Happsales CRM Makes Customer Data Management and Follow-Ups Effortless](https://www.g2.com/survey_responses/happsales-review-12393731)"** **Rating:** 5.0/5.0 stars *— Shalini C.* [Read full review](https://www.g2.com/survey_responses/happsales-review-12393731) --- **"[Happ sales review](https://www.g2.com/survey_responses/happsales-review-10840486)"** **Rating:** 5.0/5.0 stars *— Arvind S.* [Read full review](https://www.g2.com/survey_responses/happsales-review-10840486) --- #### What Are G2 Users Discussing About HappSales? - [What is HappSales used for?](https://www.g2.com/discussions/what-is-happsales-used-for) - 1 comment ### 21. [Sage CRM](https://www.g2.com/products/sage-crm/reviews) Sage CRM is specifically designed to help small and medium sized businesses like yours. It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business and not on their software. With Sage CRM, you can be up and running in just days. Most importantly, it's affordable—so you can be assured that you're getting the best possible value for your money. **Average Rating:** 3.8/5.0 **Total Reviews:** 131 **How Do G2 Users Rate Sage CRM?** - **Has the product been a good partner in doing business?:** 6.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Sage CRM?** - **Seller:** [Sage Software](https://www.g2.com/sellers/sage-software-d61a780c-4fb3-4781-9519-baa772f5ea91) - **Year Founded:** 1981 - **HQ Location:** Newcastle - **LinkedIn® Page:** https://www.linkedin.com/company/2802/ (15,579 employees on LinkedIn®) - **Ownership:** SGE.L - **Phone:** +1 (866) 996-7243 **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Mid-Market, 44% Small-Business #### What Are Sage CRM's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Customer Management (4 reviews) - Easy Access (4 reviews) - Easy Navigation (4 reviews) - User-Friendly (4 reviews) **Cons:** - Limited Customization (5 reviews) - Expertise Required (3 reviews) - Integration Issues (3 reviews) - Not User-Friendly (3 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About Sage CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **centralized information** in Sage CRM, which enhances tracking, collaboration, and customer relationship management. - Users value the **centralized customer information** in Sage CRM, enhancing collaboration and improving overall business efficiency. - Users value the **easy access** to centralized customer information, enhancing collaboration and efficiency across teams. - Users value the **easy navigation** of Sage CRM, enabling quick access to vital customer data and insights. - Users find Sage CRM **user-friendly** , enabling easy navigation, quick data access, and seamless invoicing experience. **Cons:** - Users find Sage CRM's **limited customization** challenging, requiring technical help and being time-consuming and tedious to set up. - Users find that **expertise is required** for setup and customization, leading to a steep learning curve. - Users face **integration issues** with Sage CRM, finding it limited in features and outdated in usability. - Users find Sage CRM **not user-friendly** , citing a confusing interface and cumbersome tasks that hinder efficiency. - Users find the **learning curve steep** with Sage CRM, as setup and customization demand technical expertise and time. #### What Are Recent G2 Reviews of Sage CRM? **"[Flexible and customizable, with solid integrations and detailed reports](https://www.g2.com/survey_responses/sage-crm-review-13122836)"** **Rating:** 4.0/5.0 stars *— Luis P.* [Read full review](https://www.g2.com/survey_responses/sage-crm-review-13122836) --- **"[Seamless Sage Integration That Bridges Sales and Finance](https://www.g2.com/survey_responses/sage-crm-review-12772192)"** **Rating:** 4.5/5.0 stars *— Vidur S.* [Read full review](https://www.g2.com/survey_responses/sage-crm-review-12772192) --- #### What Are G2 Users Discussing About Sage CRM? - [What is Sage CRM used for?](https://www.g2.com/discussions/what-is-sage-crm-used-for) ### 22. [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) Sugar Sell is sales automation that actually fits how B2B sales work. It helps sales teams manage pipelines, forecast revenue, and grow accounts – all from one place. Sales leaders get visibility into pipeline and performance to drive more consistent wins. Reps get clear next steps for every opportunity. With Sugar Sell, you can make sense of your data, scale what works, and sell your way. **Average Rating:** 3.8/5.0 **Total Reviews:** 718 **How Do G2 Users Rate Sugar Sell?** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Sugar Sell?** - **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai) - **Year Founded:** 2004 - **HQ Location:** Cupertino, CA - **LinkedIn® Page:** https://www.linkedin.com/company/17345/ (570 employees on LinkedIn®) - **Phone:** +1 (408) 454-6900 **Who Uses This Product?** - **Who Uses This:** Sales Manager, Marketing Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 50% Mid-Market, 35% Small-Business #### What Are Sugar Sell's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Easy Customization (12 reviews) - User-Friendly (12 reviews) - Feature Richness (10 reviews) - Customer Support (9 reviews) **Cons:** - Integration Issues (9 reviews) - Bugs (6 reviews) - Learning Curve (6 reviews) - Feature Issues (5 reviews) - Limited Customization (5 reviews) ### What Do G2 Reviewers Say About Sugar Sell? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Sugar Sell, enjoying its intuitive interface and fast setup process. - Users value the **easy customization** of Sugar Sell, enabling tailored solutions for complex sales processes without IT support. - Users praise the **user-friendly interface** of Sugar Sell, which enhances efficiency and simplifies the selling process. - Users value the **feature richness** of Sugar Sell, enabling extensive customization and improved management of business processes. - Users appreciate the **responsive customer support** from Sugar Sell, ensuring smooth communication and effective assistance throughout their experience. **Cons:** - Users face **integration issues** with Sugar Sell, often requiring excessive API tinkering to connect third-party tools. - Users report **frustrating bugs** with upgrades and customization, challenging troubleshooting amid limited support resources. - Users find the **learning curve steep** , with a complex interface and challenging dashboard creation hindering new user experience. - Users face **feature issues** with Sugar Sell, struggling with a complex interface and integration limitations. - Users feel limited by **customization options** , desiring deeper analytics and workflow capabilities to enhance their experience. #### What Are Recent G2 Reviews of Sugar Sell? **"[An amazing CRM system](https://www.g2.com/survey_responses/sugar-sell-review-4608771)"** **Rating:** 4.5/5.0 stars *— David-Alexandre K.* [Read full review](https://www.g2.com/survey_responses/sugar-sell-review-4608771) --- **"[More than a CRM packed full of features and great to admin. Extremely well supported and comes with a community of awesome people!](https://www.g2.com/survey_responses/sugar-sell-review-9147226)"** **Rating:** 5.0/5.0 stars *— Luke R.* [Read full review](https://www.g2.com/survey_responses/sugar-sell-review-9147226) --- #### What Are G2 Users Discussing About Sugar Sell? - [What is Sugar Sell (formerly SugarCRM) used for?](https://www.g2.com/discussions/what-is-sugar-sell-formerly-sugarcrm-used-for) - [Why is sugar a CRM?](https://www.g2.com/discussions/why-is-sugar-a-crm) - 1 comment - [How much does SugarCRM cost?](https://www.g2.com/discussions/how-much-does-sugarcrm-cost) - [What is SugarCRM used for?](https://www.g2.com/discussions/what-is-sugarcrm-used-for) - [What is sugar sell?](https://www.g2.com/discussions/what-is-sugar-sell) - 1 comment ### 23. [Salesflare](https://www.g2.com/products/salesflare/reviews) Salesflare is the intelligent CRM that small and medium-sized businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can't fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers. Salesflare works wherever you work and with whatever you are working with. Use it on desktop, mobile or just from a sidebar straight from your email inbox (Gmail and Outlook) and LinkedIn. Get even more out of Salesflare by integrating with 5000+ other productivity tools, such as Google Workspace, MailChimp, Trello and Slack. **Average Rating:** 4.8/5.0 **Total Reviews:** 296 **How Do G2 Users Rate Salesflare?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Salesflare?** - **Seller:** [Salesflare](https://www.g2.com/sellers/salesflare) - **Year Founded:** 2014 - **HQ Location:** N/A - **Twitter:** @salesflare (7,012 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Co-Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small-Business, 14% Mid-Market #### What Are Salesflare's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Helpful (13 reviews) - Time-saving (11 reviews) - Features (10 reviews) - Automation (9 reviews) **Cons:** - Missing Features (9 reviews) - Limited Features (6 reviews) - Limited Customization (3 reviews) - Reporting Issues (3 reviews) - Feature Issues (2 reviews) ### What Do G2 Reviewers Say About Salesflare? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Salesflare, enhancing their productivity with its intuitive interface and automation. - Users appreciate the **responsive support** and email capabilities of Salesflare, enhancing their CRM experience significantly. - Users love the **time-saving automation** of Salesflare, effortlessly managing interactions and streamlining workflows for higher efficiency. - Users love the **seamless automation** of Salesflare, boosting productivity and ensuring no lead is overlooked. - Users love the **automation features** of Salesflare, enhancing efficiency by streamlining workflows and capturing essential interactions effortlessly. **Cons:** - Users note the **missing features** in Salesflare may limit its appeal for teams needing advanced customization. - Users feel the **limited features** of Salesflare may not meet the needs of all companies effectively. - Users find **limited customization** options in Salesflare, making it less flexible than other CRM tools like Salesforce. - Users point out that **reporting issues** exist, with a desire for more advanced analytics capabilities. - Users find **limited customization options** in Salesflare, affecting their ability to tailor the CRM to their needs. #### What Are Recent G2 Reviews of Salesflare? **"[Simplistic Yet Powerful CRM with Stellar Support](https://www.g2.com/survey_responses/salesflare-review-12441506)"** **Rating:** 5.0/5.0 stars *— Matthew L.* [Read full review](https://www.g2.com/survey_responses/salesflare-review-12441506) --- **"[Responsive Human Support and Continuous Innovation That Keeps Getting Better](https://www.g2.com/survey_responses/salesflare-review-12974906)"** **Rating:** 4.5/5.0 stars *— Verified User in Media Production* [Read full review](https://www.g2.com/survey_responses/salesflare-review-12974906) --- ### 24. [Ricochet360](https://www.g2.com/products/speed-to-contact-llc-ricochet360/reviews) Ricochet360 is the All-in-One Auto Dialer, CRM/Lead Management, and Marketing Automation Platform designed for both inbound & outbound agents looking for a competitive advantage by enabling them to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate 95% of their daily workflows. **Average Rating:** 4.4/5.0 **Total Reviews:** 21 **How Do G2 Users Rate Ricochet360?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Ricochet360?** - **Seller:** [Speed to Contact](https://www.g2.com/sellers/speed-to-contact) - **Year Founded:** 2010 - **HQ Location:** El Segundo, CA - **Twitter:** @speedtocontact (519 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1873214 (68 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 57% Mid-Market, 35% Small-Business #### What Are Ricochet360's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Easy Integration (2 reviews) - Lead Management (2 reviews) - User-Friendly (2 reviews) - Automation (1 reviews) **Cons:** - Complex Setup (1 reviews) - Dashboard Issues (1 reviews) - Image Management (1 reviews) - Lead Management (1 reviews) - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About Ricochet360? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Ricochet360, making navigation and setup simple for everyone. - Users value the **easy integration** of Ricochet360, seamlessly connecting tools and enhancing productivity without hassle. - Users value the **efficient lead management system** in Ricochet360, which boosts conversion rates and improves tracking. - Users value the **user-friendly interface** of Ricochet360, making navigation and setup effortless for everyone. - Users value the **efficiency of automation** in Ricochet360, streamlining processes and improving overall productivity. **Cons:** - Users face **complex setup challenges** with Ricochet360, limiting customization options for advanced business scenarios. - Users find Ricochet360's **dashboard customization limited** , lacking flexibility for rearranging widgets and complex setups. - Users find Ricochet360's **customization flexibility limited** , hindering complex project management and dashboard adjustments. - Users find Ricochet360's **customization flexibility limited** , especially for complex scenarios and dashboard arrangements. - Users find Ricochet360's **limited customization** restricts adaptability for complex business needs, impacting project management and dashboard flexibility. #### What Are Recent G2 Reviews of Ricochet360? **"[Essential CRM for Streamlined Game Partnerships](https://www.g2.com/survey_responses/ricochet360-review-12964009)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Games* [Read full review](https://www.g2.com/survey_responses/ricochet360-review-12964009) --- **"[Effortless Dialing, Boosts Productivity](https://www.g2.com/survey_responses/ricochet360-review-12228095)"** **Rating:** 5.0/5.0 stars *— Jesus Miguel B.* [Read full review](https://www.g2.com/survey_responses/ricochet360-review-12228095) --- #### What Are G2 Users Discussing About Ricochet360? - [What is Ricochet360 used for?](https://www.g2.com/discussions/what-is-ricochet360-used-for) ### 25. [Method CRM](https://www.g2.com/products/method-crm/reviews) Method CRM is the #1-rated CRM for businesses using QuickBooks — a customizable CRM that adapts to your business, not the other way around. Instead of forcing teams to change their processes to fit the software, Method lets them build the workflows, screens, and automations their business actually uses, without developer resources or enterprise pricing. Method fills the gap between QuickBooks and rigid, one-size-fits-all CRMs. With real-time, two-way sync, teams manage leads, customers, estimates, invoices, and payments in one place while accounting data stays current in both systems. Customers can approve estimates, sign proposals, and pay invoices online through a branded 24/7 portal, streamlining every step from lead to payment. Automating this busywork — fewer steps, less retyping, fewer errors — saves teams hours every week. Nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services trust Method to support the workflows their industries rely on daily. Every account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including a free hour of customization to tailor Method to your business. **Average Rating:** 4.4/5.0 **Total Reviews:** 337 **How Do G2 Users Rate Method CRM?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Method CRM?** - **Seller:** [Method Integration Inc.](https://www.g2.com/sellers/method-integration-inc) - **Company Website:** https://www.method.me - **Year Founded:** 2010 - **HQ Location:** Toronto - **Twitter:** @MethodCRM (2,075 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/245963/ (115 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Office Manager - **Top Industries:** Construction, Wholesale - **Company Size:** 88% Small-Business, 10% Mid-Market #### What Are Method CRM's Pros and Cons? **Pros:** - Ease of Use (19 reviews) - Easy Customization (19 reviews) - Integration (14 reviews) - Customer Support (12 reviews) - Customization Options (8 reviews) **Cons:** - Learning Curve (7 reviews) - Limited Customization (6 reviews) - Bugs (5 reviews) - Expensive (4 reviews) - Missing Features (4 reviews) ### What Do G2 Reviewers Say About Method CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Method CRM's **ease of use** enables efficient organization, tracking, and integration for improved workflow management. - Users praise the **outstanding customization options** in Method CRM, tailoring workflows to enhance operational efficiency. - Users value the **seamless QuickBooks integration** of Method CRM, enhancing efficiency and service capabilities significantly. - Users value the **responsive customer support** of Method CRM, which aids in quick resolution of queries. - Users value the **extensive customization options** of Method CRM, allowing for tailored workflows and efficient operations. **Cons:** - Users find the **learning curve steep** for Method CRM, making initial setup and customization quite challenging. - Users face **limited customization** options in Method CRM, often needing costly developer support for even small changes. - Users report various **glitches and lag** in Method CRM, impacting usability, especially in the mobile app and syncing. - Users feel that **customization costs are excessive** , leading to high monthly fees and increased dependency on developer support. - Users find the **missing features** in Method CRM limiting, as it lacks essential tools for comprehensive business management. #### What Are Recent G2 Reviews of Method CRM? **"[Bridging the Gap Between Sales and Success](https://www.g2.com/survey_responses/method-crm-review-12513026)"** **Rating:** 5.0/5.0 stars *— Marlayna V.* [Read full review](https://www.g2.com/survey_responses/method-crm-review-12513026) --- **"[Method CRM is SO MUCH MORE than it seems!](https://www.g2.com/survey_responses/method-crm-review-10779798)"** **Rating:** 5.0/5.0 stars *— Brooke M.* [Read full review](https://www.g2.com/survey_responses/method-crm-review-10779798) --- #### What Are G2 Users Discussing About Method CRM? - [What is Method CRM used for?](https://www.g2.com/discussions/what-is-method-crm-used-for) - 1 comment - [What are the three benefits of CRM?](https://www.g2.com/discussions/what-are-the-three-benefits-of-crm) - [How much does Method CRM cost?](https://www.g2.com/discussions/how-much-does-method-crm-cost) - 1 comment - [What is method CRM?](https://www.g2.com/discussions/what-is-method-crm) - 1 comment - [What are the features of CRM software?](https://www.g2.com/discussions/method-crm-what-are-the-features-of-crm-software) - 1 comment ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) --- ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/) --- ## What Are the Most Common Questions About CRM Software? *AI-generated · Last updated: June 3, 2026* ### What's the best CRM app for small business owners Based on G2 reviews, these CRM products are frequently mentioned by recent reviewers for helping small teams stay organized, manage pipelines, and reduce manual follow-up work. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — easy navigation and pipeline reviews. - [Pipedrive](https://www.g2.com/products/pipedrive) — visual pipeline and follow-up reminders. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — simple setup and contact management. - [Pipedrive](https://www.g2.com/products/pipedrive) — straightforward CRM for growing teams. ### Best CRM solution with marketing automation features Based on G2 reviews, these CRM products are often highlighted by recent users for combining contact management with email automation, campaign workflows, and follow-up support. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — sales workflows with marketing alignment. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — automated journeys and contact segmentation. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — lead tracking and workflow automation. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — CRM plus email automation workflows. ### What CRM is the best for e-commerce platforms Based on G2 reviews, these CRM products are commonly cited by recent users for organizing customer data, syncing communications, and supporting sales workflows tied to online channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — centralized deals and outreach tracking. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — customer journeys and campaign automation. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud) — integrations and pipeline visibility. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — organized leads and follow-up workflows. ### What should buyers look for in crm software According to verified users, the most consistent buying themes in recent CRM reviews are ease of use, clear pipeline visibility, centralized customer records, and reminders that keep follow-ups from being missed. Buyers also repeatedly mention reporting dashboards, task management, and workflow automation as practical time-savers. Integrations matter too, especially for email, calendars, and other business tools teams already use. Reviewers also flag common tradeoffs to evaluate during selection, including learning curve, mobile experience, reporting depth, and how well the system handles customization as processes become more complex. In short, buyers tend to value software that keeps sales activity organized without making daily work harder. ### How do teams use CRM for follow-ups According to verified users, teams mainly use CRM to keep follow-ups consistent and visible across the whole sales process. Recent reviews repeatedly mention reminders, task tracking, activity history, and pipeline stages as the tools that prevent outreach from slipping through the cracks. Users describe using CRM to log calls, emails, notes, and next steps in one place so any teammate can quickly understand account context. Automation is another recurring theme, with teams using it to trigger reminders, route leads, and reduce repetitive admin work. The practical outcome reviewers highlight most often is better organization: less time spent chasing updates manually and more confidence that important prospects and customers are being contacted on time.